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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,399 | $57,073-78.3% | $85,126-85.4% | $80,925-84.7% |
| Participation rate | 12.1% | 56.4%-44.3pp | 67.5%-55.4pp | 67.7%-55.6pp |
| Annual return | 14.17% | 21.69%-7.5pp | 66.63%-52.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $540 | $3,113-82.7% | $4,523-88.1% | $4,299-87.4% |
| Admin fee / account holder | $969 | $4,988-80.6% | $6,160-84.3% | $6,940-86.0% |